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Outsourced CFO Services

Seeking strategic financial guidance without the hassles of hiring in-house workforce? Sareen & Associates offers best outsourced CFO services tailored to suit your business needs. Our experienced team of financial professionals. Whether you are aiming for growth efficiency or stability, our experienced team can provide strategic guidance. Take action today and partner with Sareen & Associates for unparalleled financial success.

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    40+ Professionals


    30+ Years of Experience


    6000+ Happy Clients

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    4.7/5 Rated On Google

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    98% Client Retention Rate

    Secure your future with top-tier Outsourced CFO Services!

    As a business leader, you know that staying financially resilient and strategically competitive is imperative for success. Securing a prosperous future in today’s business landscape requires more than just adept financial management -it demands strategic foresight, meticulous planning and expert guidance. But managing accounting, reporting, analysis, forecasting and compliance can divert focus from your core operations and strategic vision.

    At Sareen & Associates, we offer a comprehensive suite of financial management solutions designed to empower businesses to thrive in the modern era. We work closely with each client to understand their unique financial needs, industry dynamic and long-term objectives in order to develop a customized financial strategy that aligns with the company's financial success.

    Moreover, our flexible approach allows businesses to scale up their CFO services as needed, whether they are a small business or a large corporation.

    With our expertise and commitment to excellence, we are dedicated to helping businesses secure a prosperous future.

    Types of Accounting and Book Keeping Services

    Types of CFO Outsourcing Services

    Comprehensive and best outsourced CFO services offered by Sareen & Associates helps businesses streamline their financial operations, enhance decision making and achieve sustainable growth.

    • Financial Planning and Analysis
    • Budgeting and Forecasting
    • Financial Reporting
    • Cash flow management
    • Tax compliance and management
    • Risk Management
    • Business Performance Analysis
    • Strategic Advisory Planning
    • Cost Management
    • Mergers and acquisitions
    • Technology Integrations
    • Raising Capital
    • Interim CFO Services
    • Board And Stakeholder Communication

    Key Benefits of Outsourced CFO Services

    Need For Outsourced CFO Services For Small And Sized Business Entities


    Access To Expertise

    • Most small businesses can afford a full time, experienced CFO. Outsourcing allows them to tap into a team of seasoned professionals at the fraction of a cost. They gain expertise in areas like financial modeling, forecasting, strategic planning and more.

    Access to Advanced Tools & Technology

    • Outsourcing CFO services often come with access to advanced tools & technologies that small and medium sized businesses may not have on their own. This can help streamline financial processes, improve reporting accuracy and enhance decision making capabilities.

    Resource Optimization

    • Handling complex finance functions in-house requires hiring multiple roles like controller, accountant, bookkeeper, financial planning and analyst etc. Outsourcing bundles those services cost effectively into one integrated team for better resource utilization.

    Restructuring & Crisis Control

    • With their extensive understanding of various markets, businesses, and goods, an outsourced CFO can properly foresee hazards. To prevent a direct blow to the company’s finances, the CFO creates a barrier of protection. Risk concerns including recessions, accounting issues, and financial ambiguity are under the CFO’s control.

    Who Should Opt For CFO Outsourcing Services in Northern Virginia?

    Any business or organization seeking financial guidance in Northern Virginia, can benefit from the CFO outsourcing services.

    • Startups & Entrepreneurial Ventures – In the critical early stages, companies in Northern Virginia can benefit from the CFO outsourcing services to establish a solid financial foundation, develop strategies, and budgeting within the cost of full time employees.
    • Small Businesses – At the heart of every business in Northern Virginia is the commitment to excellence. With our dedicated support, specializing in CFO outsourcing services for small businesses, you can rest assured that your financial matters are in capable hands.
    • Businesses Facing Financial Challenges – Businesses in Northern Virginia encountering financial difficulties, cash flow issues or profitability concerns can also benefit from the CFO outsourced services.
    • Family Businesses – With family businesses, operations can often take a toll because of financial decisions. An independent and efficient CFO advisor guides through tough decisions around succession planning, estate planning, and growth strategies.
    • Government Contractors – Government contractors in Northern Virginia must adhere to strict regulatory requirements and complex financial standards. Outsourced CFOs can ensure compliance, mitigate risks and optimize financial performance.

    Documents Required For CFO Outsourcing Services

    The major documents required for CFO outsourcing services are -

    • Financial Statements
    • Budgeting & Forecasts
    • Business Plans
    • Tax Records
    • Legal Documents
    • Bank Statements And Transaction Records
    • Contracts And Agreements
    • Inventory Records
    • Industry Specific Documents
    • Integrated Technology
    • Employee & Payroll Information

    Our Process

    With a commitment to accuracy, efficiency and client satisfaction, we have streamlined a process that ensures clarity, compliance and financial management at its best.



    Initial Consultation



    Document Collection



    Data Analysis And Organization



    Interpreting Financial Performance And Trends



    Ongoing Support And Review

    Why Choose Sareen Tax?

    Founded in 1993 at Sareen & Associates, we are committed to excellence and dedication in providing unparalleled accounting and bookkeeping services tailored to the unique needs of varied businesses. Our comprehensive range of services eliminates the need to juggle between multiple providers, enabling you to embrace peace of mind.

    • Skilled Professionals - Our team comprises of exceptional skill set with a wealth of expertise in accounting and bookkeeping needs,
    • Extensive Experience - With years of experience in addressing issues like yours, we provide you confidence and assurance that drives your business growth.
    • Comprehensive Services - We provide a range of services corresponding to your small
      business or mid sized corporations, all under one roof.
    • Diverse Expertise- We are a team of accountants, bookkeepers, tax administrators, CPA’s and more ensuring all your needs are met without the hassles of navigating complexities.
    • Proactive Approach - With our monthly operations, paperwork remains manageable and you never fall behind, ensuring smooth and efficient business operations.


    Our Core Competencies

    Meet our team


    Client Opinions & Reviews

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    “I can’t thank Sareen Tax enough for their exceptional service. From individual returns to business tax planning, they’ve been an invaluable partner. Transparent pricing and expert advice – a truly reliable tax service!”

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    “Sareen Tax Services has been our go-to for years. Their expertise in complex tax matters and dedication to client satisfaction are unmatched. Timely filing, personalized strategies – they deliver results!”

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    Mary R.

    “Choosing Sareen Tax was a game-changer for my small business. Their knowledgeable team provided invaluable guidance, ensuring compliance and maximizing deductions. Trustworthy and reliable – a top-notch tax service!”

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    “Sareen Tax Services exceeded my expectations! Their attention to detail and personalized approach to tax planning saved me money and eliminated the stress associated with tax season. Highly recommend!”

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    Navigating Complexities With Expert Precision

    In the intricate landscape of modern business, the need for specialized financial services tailored to the unique requirements of varied industries. Accounting and bookkeeping firms play a pivotal role in offering such tailored solutions, catering to a diverse array of industries spanning from traditional sectors to emerging fields.

    • Communications
    • Cleaning services
    • Automotive
    • Technology
    • Contractors
    • Construction
    • Home Health Care
    • Franchises
    • Government contracting
    • Hotels/motels
    • Import/export
    • Logistics
    • Lawn & landscape
    • Restaurants

    Areas We Serve


    Frequently Asked Questions

    When choosing a CFO outsourcing service provider, consider their experience, expertise, industry knowledge, services offered, pricing, and client testimonials to ensure a good fit for your business needs.

    Yes, CFO outsourcing services can assist with developing strategic financial plans, setting financial goals, forecasting future performance, and implementing growth strategies for long-term success.

    An outsourced CFO typically handles financial planning and analysis, budgeting, forecasting, financial reporting, cash flow management, tax planning, risk management, and strategic financial advisory services.

    CFO outsourcing services are usually priced based on factors such as the scope of services, complexity of financial needs, duration of engagement, and the level of expertise required.

    Yes, CFO outsourcing services often include support for M&A activities, such as financial due diligence, valuation, deal structuring, and integration planning.


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